Filed April 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,505 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,589 | $74,089-35.8% | $133,980-64.5% | $55,167-13.7% |
| Participation rate | 92.0% | 84.3%+7.8pp | 87.1%+5.0pp | 69.0%+23.0pp |
| Annual return | 7.80% | 12.11%-4.3pp | 29.30%-21.5pp | 169.23%-161.4pp |
| Employer contribution / active EE | $4,772 | $3,064+55.7% | $5,211-8.4% | $1,963+143.1% |
| Participant deferral / active EE | $2,840 | $4,678-39.3% | $6,282-54.8% | $3,054-7.0% |
| Admin fee / account holder | $53 | $458-88.4% | $9,324-99.4% | $504-89.4% |